Overview

My firm is a small independent startup RIA. I've developed a robust platform of third party money managers, virtual financial planning services and insurance marketing organizations. I am looking to aggressively grow the firm and I am open to opportunities. The firm is State registered in Michigan, but I am open to opportunities outside of MI as well via our virtual/digital offerings.

Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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